Filed December 4, 2019
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,665 | $59,467+23.9% | $93,727-21.4% | $74,478-1.1% |
| Participation rate | 90.7% | 59.6%+31.1pp | 68.7%+22.0pp | 67.2%+23.4pp |
| Annual return | -31.12% | 82.14%-113.3pp | 133.83%-165.0pp | 1370.56%-1401.7pp |
| Employer contribution / active EE | $12,782 | $1,267+909.1% | $2,421+427.9% | $2,626+386.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |